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Please sort based on type of credits you would like to earn. Be sure to watch video in it’s entirety, review handouts and take the quiz listed under the program by clicking the “Take Quiz” button.

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Search Online Courses for IAR and CFP Continuing Education
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Search Online Courses for IAR and CFP Continuing Education
CE Credit Designations and Licenses (field_ce_credit_designations_and)
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Displaying 45 of 46Clear Filters

Small Business

The 10 Business Exit Options
Speaker Name: Jeffrey Kates
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Business owners often face the question of what’s next - the decision between keeping and growing the business or transitioning it.  Growing the business has its associated short-term rewards and long-term risks.  Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety 

Video
50 Minutes

Click link below to download power point presentation related to webinar 

Paper
34 Slides

FICO Score

The 411 on FICO Scores and How to Improve Them
Speaker Name: Tiffany Cross
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

There have been several proposals to changing the FICO and credit score system. Listen to credit expert Tiffany Cross to learn the latest on the credit score landscape and best practices for you and your clients to optimize their scores.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety 

Video
50 Minutes

Click link below to download power point presentation related to webinar 

Paper
35 Slides

Investing

Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
Speaker Name: Larry Pon
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Many employers offer employee stock plans as an incentive, but many clients have no idea of the value of the plans and their tax implications. Join CPA Larry Pon to learn how RSU, ESPP, and Stock Options work and how they may impact a client earnings.  

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
51 Minutes

Click link below to download power point presentation related to webinar

Paper
48 Slides
No Portfolio Is An Island
Speaker Name: David Blanchett
Listener Ratings: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

When building portfolios advisors commonly focus on the risk and return attributes of the investible asset opportunity set, primarily stocks and bonds.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
45 Minutes

Click link below to download power point presentation related to webinar

Paper
75 Slides
The 411 On Health Savings Account: A Tax-Advantaged Retirement Strategy
Speaker Name: Roy Ramthun
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Nationally recognized HSA expert, Roy Ramthun, explains health plan eligibility requirements for HSAs, how contributions and withdrawals work, the tax advantages of HSAs, portability, how HSAs work relative to Medicare, what retirement expenses can be covered by HSAs, HSA transfer rules and more. 

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
44 Minutes

Click link below to download power point presentation related to webinar

Paper
51 Slides

Tax Planning

Taxes for Those Who've Lost a Spouse
Speaker Name: Larry Pon
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

An estimated 1.5 million Americans lose their spouse each years In addition to the emotional toll they have to face, many are unaware that their tax brackets may shift, possible retirement-account issues, and deadlines that can cost dearly. 

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 minutes

Click link below to download power point presentation related to webinar

Paper
18 Slides

Estate Planning

Essential Estate Planning Documents & Probate Avoidance
Speaker Name: Laurie Steiner, Esq.
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR, CDFA
: 1
Products and Practices (IAR)
: 1

Proactive estate planning can benefit all clients by ensuring their assets and finances are properly taken care of after their death. Without the proper planning and documents, probate court may lead to unintended distribution of assets. Estate planning also involves giving permission to family members or an attorney to carry out your wishes if you become incapacitated while still alive.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 Minutes

Click link below to download power point presentation related to webinar 

Paper
22 Slides

Life Insurance

Life Insurance and Estate Planning
Speaker Name: Lou Pierro, Esq. and Bob Vandy
Listener Ratings: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Life insurance provides unique solutions to fill voids in a financial and estate plan. When combined with trusts, cutting-edge strategies enable planners to take advantage of the historically low interest rates, enhanced tax exemptions and creative legal techniques to achieve amazingly favorable results.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
55 Minutes

Click link below to download power point presentation related to webinar 

Paper
42 Slides

Social Security

Social Security Formulas, Taxes, Spousal Benefits And Long-Term Projections
Speaker Name: Kurt Czarnowski
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Former Social Security director Kurt Czarnowski provided a refresher on how Social security benefits are calculated, how they may be taxed and how spousal benefits (non-working spouse, divorce, survivor) work. 

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
58 Minutes

Click link below to download power point presentation related to webinar 

Paper
30 Slides